AMM

American Money Management Portfolio holdings

AUM $599M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$3.95M
3
+$1.64M
4
INTU icon
Intuit
INTU
+$696K
5
MA icon
Mastercard
MA
+$360K

Top Sells

1
+$1.3M
2
+$1.23M
3
+$824K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$475K
5
CTVA icon
Corteva
CTVA
+$467K

Sector Composition

1 Technology 20.19%
2 Financials 15.22%
3 Consumer Discretionary 8.52%
4 Industrials 7.39%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 1.68%
33,345
-577
27
$3.53M 1.65%
94,938
+70
28
$3.49M 1.63%
11,869
-27
29
$3.48M 1.63%
19,247
-122
30
$3.47M 1.62%
34,429
-382
31
$3.35M 1.56%
16,930
-31
32
$3.3M 1.54%
34,864
-186
33
$3.23M 1.51%
36,605
-325
34
$3.1M 1.45%
88,892
+2,733
35
$2.85M 1.33%
14,674
-67
36
$2.62M 1.22%
30,765
-550
37
$2.42M 1.13%
18,988
38
$2.35M 1.1%
19,443
39
$2.21M 1.03%
23,920
40
$2.19M 1.02%
171,120
-330
41
$2.13M 0.99%
67,929
+617
42
$1.88M 0.88%
8,300
-35
43
$1.66M 0.78%
8,097
-66
44
$1.51M 0.71%
24,785
-160
45
$1.32M 0.62%
11,920
46
$1.27M 0.6%
20,875
47
$1.23M 0.58%
24,425
-9,423
48
$1.18M 0.55%
9,230
-180
49
$1.16M 0.54%
57,816
-1,170
50
$1.04M 0.48%
11,060
-122
1
2
3 4